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New fund tools available
The new ‘Investment Finder’ and ‘Chart & Compare’ tools are now available within the latest version of client management. They are easy to use and provide all the information required to support you and your clients. As we extend the range of investment options, these will only be available on the new versions.
Supporting you with your pension due diligence
In order to help you in your due diligence process, we've produced a guide covering reasons why you can recommend the FundsNetwork Pension to your clients.
MiFID II requirements for individual clients
It is now mandatory to provide us with additional client details when placing new business in reportable assets or dealing on existing accounts. This currently applies to exchange traded funds and investment trusts.
Technical matters
Retirement and tax planning considerations, including
expert insight to help you stay ahead of changing regulation.
Investment choices
Whether you select your
own funds, use model portfolios
or DFMs - we can help.
Service zone
Login for a quick and easy way to find answers to the questions we
are most frequently asked about by advisory firms.
New to FundsNetwork?
If you're not familiar with what we
can do to support the partners
we work with, this area should help.
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